Account Associate - Shared Services

Insurance Office of America; Clarksville (TN); Remote; USD 43,000 - 55,000; Full time

Job summary

A reputable insurance firm is seeking an Account Associate to assist the account team with administrative and customer service tasks remotely. The ideal candidate will have over 3 years of industry experience, strong analytical and organizational skills, and proficiency in MS Office. This role offers competitive salaries, health insurance, and career progression opportunities, fostering a positive work culture.

Benefits

Competitive salaries and bonus potential

Company-paid health insurance

401K with employer match

Paid holidays, vacations, and sick time

Qualifications

• 3+ years of industry experience.
• Thorough knowledge of insurance brokerage and client needs.
• Active licensing is required.

Responsibilities

• Assist in directing day-to-day activities of Team Support and Account Assistant.
• Handle endorsements, audits, cancellations, and policy releases.
• Maintain accurate and up-to-date data in agency systems.

Skills

Analytical skills

Customer service skills

Multitasking

Organizational skills

Education

High School Diploma or equivalent

Tools

MS Office (Outlook, Word, Excel)

Job description

Overview

Account Associate - Shared Services (Fully remote for Eastern Time Zone based candidates).

Position details: Assist the account team in completing day-to-day administrative tasks, recurring customer service tasks, and meeting performance requirements regarding production and quality. Ensure no liability from errors or omissions. Responsibilities include resolving basic and routine administrative and customer service issues.

Responsibilities

• Team Support: Assist in directing day-to-day activities of Team Support / Receptionist and Account Assistant.
• Office Support: Assist with general office tasks and administration.
• Policy Processing: Handle endorsements, audits, cancellations, reinstatements, policy releases, check requests, invoices, finance agreements, summaries, loss runs, MVRs, ID cards, certificates, and binders.
• Task Management: Identify and reconcile billing inaccuracies, review policy forms, prepare submissions, online rating, proposals, AOR letters, and support new / renewal business workflows.
• Data Management: Maintain accurate and up-to-date data in agency systems.
• Activity Monitoring: Ensure timely completion of tasks and activities.
• Communication: Keep the account team informed of workload status and any issues.
• Service Excellence: Provide proactive and responsive service.
• Performance Monitoring: Ensure productivity and quality standards are met.
• Promote Culture: Participate in team building and promote a positive work environment.
• Continuous Improvement: Seek and adopt best practices.
• Compliance: Stay updated on company policies and procedures.
• Professional Development: Enhance technical skills and industry knowledge.
• Relationship Building: Foster positive relationships with colleagues and leadership.
• Champion IOA Values: Demonstrate integrity and leadership.

Ideal Candidate Qualifications

• 3+ years of industry experience
• Thorough knowledge of insurance brokerage and client needs
• Active licensing (required)
• Strong analytical, problem-solving, and decision-making skills
• Exceptional customer service, communications, multitasking, and organizational skills
• Proficiency in MS Office (Outlook, Word, Excel)
• High School Diploma (or equivalent)

What We Offer

• Competitive salaries and bonus potential
• Company-paid health insurance
• Paid holidays, vacations, and sick time
• 401K with employer match
• Employee stock plan participation
• Professional growth and career progression opportunities
• Respectful culture and work / family life balance
• Community service commitment
• Supportive teammates and a rewarding work environment

What to Expect (Application Process)

30-Minute Phone Screen, Online Assessments, and Interview(s).

Salary Range

The expected pay range for this position is $43,000 to $55,000 per year, depending on experience, relevant skills, and geographic location.

Equal Opportunity

Insurance Office of America is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.